Eaton Vance Tax-MGD Div EqtyXETYX
13F holders, Q1 2024 (March 31)179holders
$13.36avg. 13F price*
At the end of Q1 2024, 179 institutions reported holding Eaton Vance Tax-MGD Div Eqty (XETYX) in their 13F filings. The largest holders were Morgan Stanley ($158.1M), Cornerstone Advisors, LLC ($24.1M) and Raymond James & Associates ($23.9M).
- Company
- Eaton Vance Tax-MGD Div Eqty
- CUSIP
- 27828N102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $4.1M |
| Exits | 10 | $1.7M |
Ownership 179 holders
| Morgan Stanley | 0.01% | Add +1.2% | 11,835,245 | $158.1M |
| Cornerstone Advisors, LLC | 1.00% | Add +73.0% | 1,800,219 | $24.1M |
| Raymond James & Associates | 0.02% | Add +5.6% | 1,786,923 | $23.9M |
| Invesco Ltd. | 0.00% | Reduce -9.5% | 1,580,337 | $21.1M |
| Wells Fargo & Company | 0.01% | Add +0.3% | 1,496,870 | $20.0M |
| RFG Advisory, LLC | 0.57% | Add +0.3% | 1,257,307 | $16.8M |
| Principal Securities, Inc. | 0.41% | Add +6.9% | 980,049 | $13.1M |
| Guggenheim Capital LLC | 0.09% | Add +8.8% | 925,203 | $12.4M |
| LPL Financial LLC | 0.01% | Reduce -0.5% | 867,647 | $11.6M |
| UBS Group AG | 0.00% | Add +8.4% | 779,166 | $10.4M |
| Bank of America Corp. | 0.00% | Add +1.4% | 634,321 | $8.5M |
| Matrix Private Capital Group LLC | 5.60% | Add +2.5% | 618,490 | $8.3M |
| Royal Bank of Canada | 0.00% | Add +4.7% | 567,191 | $7.6M |
| Baird Financial Group, Inc. | 0.01% | Add +0.3% | 517,938 | $6.9M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +8.6% | 502,836 | $6.7M |
| Osaic Holdings, Inc. | 0.01% | Add +0.6% | 498,947 | $6.7M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +0.3% | 498,788 | $6.7M |
| Stifel Financial Corp. | 0.01% | Reduce -3.7% | 418,937 | $5.6M |
| Heron Bay Capital Management | 1.05% | Add +0.4% | 371,601 | $5.0M |
| Ameriprise Financial Inc. | 0.00% | Add +7.2% | 368,552 | $4.9M |
| Pathway Financial Advisers, LLC | 1.54% | Add +3.5% | 320,396 | $4.3M |
| HighTower Advisors, LLC | 0.01% | Add +3.8% | 319,845 | $4.3M |
| CoreCap Advisors, LLC | 0.22% | Add +2.0% | 312,508 | $4.2M |
| Cohen & Steers, Inc. | 0.01% | Add +38.9% | 285,617 | $3.8M |
| Rockefeller Capital Management L.P. | 0.01% | Add +1.7% | 283,896 | $3.8M |
| C2C Wealth Management, LLC | 3.28% | No change | 247,394 | $3.3M |
| Landscape Capital Management, L.L.C. | 0.29% | Add +8.2% | 245,602 | $3.3M |
| Karpus Management, Inc. | 0.09% | Add +0.1% | 242,772 | $3.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.7% | 235,461 | $3.1M |
| Private Advisor Group, LLC | 0.02% | Reduce -1.5% | 229,328 | $3.1M |
| IHT Wealth Management, LLC | 0.12% | Add +6.5% | 225,377 | $3.0M |
| Parsons Capital Management Inc. | 0.17% | Reduce -2.5% | 185,550 | $2.5M |
| Wedbush Securities Inc. | 0.09% | Add +243.8% | 177,700 | $2.4M |
| Aptus Capital Advisors, LLC | 0.05% | Reduce -0.5% | 176,201 | $2.4M |
| Guardian Wealth Advisors, LLC / NC | 0.29% | Reduce -1.4% | 174,701 | $2.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +11.0% | 158,002 | $2.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +9.1% | 156,212 | $2.1M |
| Pointe Capital Management LLC | 1.24% | Add +0.0% | 151,632 | $2.0M |
| Flow State Investments, L.P. | 1.05% | Add +38.8% | 149,095 | $2.0M |
| Comerica Bank | 0.01% | Reduce -3.3% | 145,427 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +483.5% | 142,092 | $1.9M |
| Merit Financial Group, LLC | 0.04% | Add +1.7% | 115,301 | $1.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +8.5% | 108,475 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +41.3% | 104,961 | $1.4M |
| Raymond James Trust N.A. | 0.03% | Add +5.1% | 97,309 | $1.3M |
| Shaker Financial Services, LLC | 0.44% | Reduce -42.5% | 84,424 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.1% | 78,078 | $1.0M |
| Lido Advisors, LLC | 0.01% | Add +2.5% | 77,016 | $1.0M |
| Centaurus Financial, Inc. | 0.07% | Reduce -4.7% | 76,110 | $1.0M |
| Gladstone Institutional Advisory LLC | 0.05% | Reduce -1.4% | 74,399 | $994K |
| Truist Financial Corp. | 0.00% | Reduce -1.6% | 73,265 | $979K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +8.1% | 82,484 | $952K |
| Jane Street Group, LLC | 0.00% | New | 70,865 | $947K |
| Flaharty Asset Management, LLC | 0.13% | Reduce -6.4% | 65,947 | $881K |
| Wealth Effects LLC | 0.31% | Add +0.3% | 62,697 | $838K |
| Kingsview Wealth Management, LLC | 0.02% | No change | 61,674 | $824K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -14.2% | 52,366 | $700K |
| ELCO Management Co., LLC | 0.42% | Reduce -7.8% | 52,000 | $695K |
| International Assets Investment Management, LLC | 0.07% | No change | 48,227 | $639K |
| Ignite Planners, LLC | 0.18% | Reduce -11.9% | 47,815 | $633K |
| NWF Advisory Services Inc. | 0.10% | Reduce -2.3% | 46,761 | $625K |
| Summit Investment Advisory Services, LLC | 0.35% | Add +1.5% | 43,853 | $586K |
| Flputnam Investment Management Co. | 0.01% | No change | 43,801 | $585K |
| Ameritas Advisory Services, LLC | 0.02% | New | 42,369 | $565K |
| Kestra Advisory Services, LLC | 0.00% | Add +47.8% | 39,845 | $532K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +0.2% | 39,148 | $523K |
| David J Yvars Group | 0.34% | Add +0.4% | 37,884 | $507K |
| Formidable Asset Management, LLC | 0.08% | Reduce -5.8% | 37,487 | $501K |
| Strait & Sound Wealth Management LLC | 0.27% | Add +0.2% | 36,385 | $487K |
| Corient Private Wealth LP | 0.00% | Add +3.5% | 34,260 | $458K |
| Advisors Asset Management, Inc. | 0.01% | New | 31,931 | $427K |
| Cerity Partners LLC | 0.00% | Add +152.0% | 31,514 | $421K |
| Commerce Bank | 0.00% | Reduce -2.6% | 30,743 | $411K |
| Compound Planning, Inc. | 0.04% | Add +1.0% | 29,708 | $397K |
| Mariner, LLC | 0.00% | Reduce -34.3% | 29,594 | $395K |
| Creative Planning | 0.00% | Reduce -8.3% | 28,689 | $383K |
| HRT Financial LP | 0.00% | New | 28,724 | $383K |
| Nicolet Advisory Services, LLC | 0.04% | No change | 27,626 | $369K |
| Smith, Moore & Co. | 0.04% | Add +132.5% | 26,628 | $356K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -1.6% | 25,523 | $341K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 25,200 | $337K |
| Mendel Capital Management LLC | 0.21% | New | 24,150 | $323K |
| Burford Brothers, Inc. | 0.20% | No change | 22,600 | $302K |
| MML Investors Services, LLC | 0.00% | Reduce -14.8% | 22,147 | $296K |
| Quantum Private Wealth, LLC | 0.10% | No change | 20,000 | $267K |
| Strategic Financial Concepts, LLC | 0.06% | New | 19,500 | $261K |
| Mercer Global Advisors Inc. | 0.00% | Add +6.3% | 19,385 | $259K |
| Lane & Associates LLC | 0.16% | Add +2.5% | 19,291 | $258K |
| Monograph Wealth Advisors, LLC | 0.04% | Add +0.0% | 18,272 | $244K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -12.2% | 17,937 | $240K |
| Syverson Strege & Co | 0.09% | No change | 17,665 | $236K |
| Onyx Bridge Wealth Group LLC | 0.04% | Add +2.5% | 17,550 | $229K |
| Neuberger Berman Group LLC | 0.00% | No change | 16,857 | $225K |
| Focused Wealth Management, Inc | 0.03% | Reduce -0.7% | 16,579 | $221K |
| Mission Wealth Management, LP | 0.01% | No change | 16,499 | $220K |
| Capital Wealth Alliance, LLC | 0.13% | No change | 16,470 | $220K |
| Fortitude Advisory Group L.L.C. | 0.12% | No change | 16,260 | $217K |
| Harbour Investments, Inc. | 0.01% | Reduce -4.4% | 16,116 | $215K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +5.5% | 16,030 | $214K |
| Envestnet Asset Management Inc. | 0.00% | Add +4.4% | 16,014 | $214K |
"% of holder's portfolio" is XETYX's weight in each manager's 13F, not the share of Eaton Vance Tax-MGD Div Eqty the manager owns.